--- title: "CRM > Resource Search R12" canonical: "https://technology.bytangram.com/space/TGKB/646447109/CRM%20%3E%20Resource%20Search%20R12" format: markdown --- The **resource search** located in the CRM module allows you to create a search query based on the criteria you set. You can create, save and refresh multiple search queries and the results can be extracted and used to create a mailing list or to bulk create pipeline activities for instance. | **ON THIS PAGE YOU WILL FIND:** | | --- | | > Macro (toc) | --- ## RESOURCE SEARCH NAVIGATION - Go to **CRM > resource search** ![image](media://d2749d4e-8adc-40a6-a1ec-6ea3e3790920) | | | | --- | --- | | #### **NUMBER** | #### **FUNCTIONALITY** | | **1** | The **resource search grid** lists all of the search queries created in your system | | **2** | Create a **new resource search** | | **3** | **Copy **existing resource search | | **4** | **Delete** resource search | | **5** | **Search** for an existing resource search | | **6** | **Search setup** is where you can see and update the details of the selected resource search | | **7** | View and refresh **search results** for the selected resource search | | **8** | **Search activity setup** allows you to bulk create pipeline activities against the records in the selected resource search | --- ## CREATE NEW RESOURCE SEARCH - Go to **CRM > resource search** > click the **create new resource search** :convert_pipeline_to_job: icon - **Enter a title** and click **ok** ![image](media://b07b3e2f-ed35-44fa-8fd2-db57f0aca549) - In the search setup window, complete the relevant fields: - **Title: **give the search a meaningful name - **Owner**: this will default to your name but can be changed to another user in the dropdown - **Comments**: i.e. the purpose or a summary of the search - **Locked to owner**: check this box if the person responsible is the only user who can update details or change the search criteria - **Active**: will default to checked, uncheck when the search query is no longer relevant or in use - **Only include active search resources**: check this box to omit inactive resources from the search results ![image](media://60fe2673-22cb-418b-8115-66e47e7886b1) - Start building your search query by clicking on the **create new expression** :convert_pipeline_to_job: icon - Add a** title** and check **include** ![image](media://8c664e30-6e88-4835-9869-819bd3f56499) - Once you have created the expression, click the + icon to add a new search criteria. In the pop-up box enter the relevant details: - **Criteria**: the field you want to filter, i.e. ResourceTypeID - **Operator**: select “=” or “<>” - **Argument**: dropdown list will populate based on the criteria you have selected, i.e. for ResourceTypeID we see a list of all the available resource types in the system, including company, employees, clients (and internal jobs), suppliers, connections, prospects, technical resources etc - Click **ok** ![image](media://6c5fb4b1-4353-4507-bd71-719fa92378a4) - Repeat to add multiple search criteria ![image](media://b8d7cccb-a21e-49a2-bfae-c929e170f3a9) --- ## RESOURCE SEARCH RESULTS - Once you have built out your search query, click on the **search results **tab to view the returned data. - Refresh the data selection by clicking on the **refresh search** icon ![image](media://93a60925-fe5c-477d-af0f-ef49c0f0d692) - To **export the data**, click on the sandwich menu icon > select **export grid data** ![image](media://c05297ce-e002-4b81-9633-4a174659b326) - In the pop-up window select your desired file format > click **ok **to download ![image](media://13b136be-d187-48b4-a4f0-6b494e71e7f0) --- ## SEARCH ACTIVITY SETUP **Search activity setup** is used to create a series of [activities](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/646316047/CRM+%3E+Activities+Overview) assigned to a user, based on the data in your search results. - Select the relevant resource search from your list > then continue to the **search results** tab and click the **refresh** icon to ensure you have the latest set of data based on your search criteria - Uncheck the **include** column against the contacts you wish to exclude > 📝 This is useful if there are multiple contacts per resource, and you only wish to create an activity for key contacts ![image](media://a79199b5-3d56-4e82-a6dc-a4bdb0c691fb) - Continue to the **search activity** tab and complete the following fields: - **Activity type: **select from the dropdown list, e.g. follow-up - **Activity text: **enter a description of the activity, e.g. send new rate cards to clients - **Date:** enter the end date of the period you wish to schedule the activities for, e.g. to schedule the series of activities over a 6 week period, select a date 6 weeks from today - **Contacts per day: **enter the number of activities you want to create per day, e.g. enter 5 to create an activity against x5 contacts per day within the desired period (as specified in the date field) - **Responsible: **the user responsible for completing the activities - **Set activity as done: **check this box to record an action you have already completed or leave unchecked for activities to be actioned - Click **create activity** to complete ![image](media://a78da50b-469b-4045-baa0-61f5d586424c) > ⚠️ For each resource search you can only create one search activity setup - If you have assigned yourself in the responsible field, go to **my activities** to view, or if you assigned to another user, go to **all activities** to view the newly created activities - [Manage and complete the activities](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/713293873/CRM+%3E+Create+Pipeline+Activity) as per usual process ![image](media://a35e93c2-2696-49b8-8daf-cc8085a4788b) > 📝 Activity types are created in **settings** > **CRM setup** > **pipeline activity types **and are usually managed by your systems administrator --- ### Related articles > Macro (contentbylabel)